Below is a summary of recent investment returns for each of our investment options. Please remember that past performance is not a reliable indicator of future performance.
The returns shown below apply to Accumulate Plus, Retirement Access and Defined Benefit investment choice options. Note the returns for the Accumulate Plus and Defined Benefit options are listed under Super in the table.
Accumulate Plus, Defined Benefit and the Retirement Access Transition to Retirement Income Stream (TRIS) returns are based on taxable unit prices and are shown after tax, investment fees and asset (percentage) based administration fees.
Retirement Access account-based pension returns are based on non-taxable unit prices and are shown after investment fees and asset-based administration fees.
Quarterly returns are not annualised.